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Acookie
Level 1

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

 
7 Comments 7
Maybelle_S
QuickBooks Team

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Thanks for checking this with us, @Acookie.

 

You'll need to contact our Customer Support Team to help you change the payroll principal officer's name. They have the tools to get into your account and update this information.

 

Just make sure to prepare the principal officer's name, date of birth, home address, and Social Security number. If you're also changing the bank account, get a voided check from the new bank account.

 

Once done, you can now reach our support team through these steps:

  1. Go to the Help icon.
  2. Click on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Select on Let's talk.
  5. Click Get a callback.

Also, you can check out our support hours to ensure that we address your concern on time.

 

I've added this link that you can refer to about the full details of changing the principal officer's name: Change the principal officer.

 

Let me know if there's anything else that I can help with your account. I'm always here to help you out.

Acookie
Level 1

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Thank you for the reply.

 

The Change the principal officer link takes me to an article with no instructions. The image below is what I'm seeing. Is this what I should be seeing? Are there some actual instructions in the article that I'm missing?

Annotation 2020-07-24 175333.png

Joesem M
Moderator

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Thanks for getting back to us, @Acookie.

 

We had updated this article Change the principal officer a few minutes ago. The information is not yet syncing when you open it.

 

This article also provides steps on how to contact us for further guidance on how to change your company's principal officer in QuickBooks.

 

I've added this article for future reference: Update your business info in Online Payroll. It contains steps and links on how to update your business name, address, tax info, and more in your online payroll service.

 

If you have further questions feel free to post a comment below. I’ll appreciate the opportunity to help you. Have a great day!

Acookie
Level 1

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

I'm still not seeing anything on the Change the principal officer article beyond my screenshot provided previously. It says the article shows how to change the principal officer but then doesn't actually show anything.

 

When should I expect to be able to see something updated in the article?

 

Thanks.

IamjuViel
QuickBooks Team

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Let me share additional information, @Acookie.

 

You'd want to gather the following information so you'd be able to update your account's principal office:

  • Principal officer's name.
  • Date of birth.
  • Home address.
  • Social Security number.
  • If you're also changing the bank account, get a voided check from the new bank account.

Once completed, I'd recommend contacting our Payroll Support team. This way, a specialist can securely look up the account. Also, they have the tools that can process your request. You can follow the steps shared by my colleague, @Maybelle_S to contact us. Lastly, the turnaround time for verification varies from the time all updates have been made and documentation is received. You can read through this article for more detailed information about the process: Principal officer verification for Payroll.

 

On the other hand, you can try viewing the Change the Principal Officer article using a private/incognito browser to isolate this concern for possible browser-related. You can use either these shortcut keys:

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

If it's working well, we'll have to go back to your normal browser then initiate a clear cache to get rid of the accumulated site data and junk files. Alternatively, we can also use other supported browsers to further isolate the issue.

 

Let me know if you have other questions about managing your payroll account. I'm always here to help.

Acookie
Level 1

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Thank you for the additional information. That is helpful.

 

Regarding the article, I have attempted to view it in two different browsers (Firefox and Chrome) using incognito windows in both. I still don't see anything in the article beyond what is shown in my previous screenshot.

 

I asked a colleague to also follow the link, and they are seeing the same thing as me.

 

What exactly SHOULD we be seeing? Additional text? A video? A link? Or something else?

 

Thanks again.

Pabz_L
QuickBooks Team

How do I change the principal officer for QuickBooks payroll? There is a help article that claims to do it, but there are no actual instructions in the article. Thanks.

Hello there, @Acookie.

 

As of now, the article that was attached by my colleague had an update. The detailed information about Changing the principal officer is not yet syncing when you open it.

 

Please know that we’ll send feedback about the article. Also, I suggest doing the same thing. You can vote by YES or NO or post a comment about the support link.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

 

Let me know if you have any other questions. I am here to help. Keep safe.

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